Retirable Inc

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Assets, Funds, Holdings

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Retirable Inc
CRD #307472
SEC #801-118535
CIK #0001802330
AUM $130.6 M (2025-04-18)
Employees 16 (56% Investors, 0% Brokers)
Phone833-222-1807
Address41 E 11th Street
New York, NY 10003
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
14011284562802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,190 85.7
(b) Individuals (high net worth individuals) 206 45.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,396 130.6
By Discretionary
Discretionary 1,396 130.6
Non-Discretionary 0 0.0
Total 1,396 130.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 130.6
Total 1,396 130.6
EDGAR Form CIK 2011 - 2025
D [0001802330]
Comparable Firms State AUM ($B)
Sherman Asset Management Inc
CA 0.1
Retiremitten Financial LLC
MI 0.1
Chapman & Chapman Advisors LLC
OH 0.1
Indfin LLC
0.1
Polaris Financial Planning LLC
0.1
Veritas Independent Partners LLC
AR 0.1
Integrity RIA LLC
LA 0.1
Jack V Butterfield Investment Company
MI 0.1
Karani Asset Management LLC
NY 0.1
Lewinter Wealth Advisors LLC
0.1
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